NewEdge Advisors, LLC

Position in EFR — Eaton Vance Senior Floating-Rate Trust

CIK 1633516 NEW ORLEANS, LA

Position in EFR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$152,375

+$137,258 QoQ

Shares Held

14,375

-4.9% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#68

of 101 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. EFR ranks #223 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	73,695	$70,862,164
2	BX	Blackstone Inc.	93,282	$10,976,492
3	PSUS	Pershing Square USA, Ltd.	254,260	$9,504,238
4	PDI	PIMCO Dynamic Income Fund	431,148	$7,200,171
5	UTG	Reaves Utility Income Fund	172,636	$7,029,737
6	NAD	Nuveen Quality Municipal Income Fund	486,357	$5,894,646
7	IVZ	Invesco Ltd.	222,541	$5,872,856
8	KKR	KKR & Co. Inc.	62,393	$5,726,429

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,375	14,375	-4.9%	Shares	Sole	2026-08-12
2026-03-31	$15,117	15,117	+15.2%	Shares	Sole	2026-05-18
2025-12-31	$146,223	13,126	0.0%	Shares	Sole	2026-02-18
2025-09-30	$150,161	13,126	+10400.8%	Shares	Sole	2025-11-17
2024-03-31	$1,628	125	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,582	125	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,513	125	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,468	125	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,416	125	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1	125	-98.8%	Shares	Sole	2023-02-14
2022-09-30	$112,211	10,100	-67.5%	Shares	Sole	2022-11-14
2022-03-31	$416,997	31,096	-77.4%	Shares	Sole	2022-05-13
2021-12-31	$2,027,182	137,343	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.